安踏:管理层对2H25乐观的前景有望对股价带来正向的催化

浦银国际研究
16 Jul

浦银国际研究尽管安踏品牌上半年的流水表现不及公司年初的指引,但基于公司对线下渠道的不断升级与改造以及对运营架构的持续优化,管理层对下半年的流水表现依然表现出谨慎乐观,并维持全年流水目标不变。我们认为这将利好安踏股价短期的表现。●2Q25流水符合预期,Fila表现优于安踏品牌:安踏品牌2Q25流水同比增长低单位数,未达到公司运营目标。受短期渠道升级改造的影响,线下流水同比增长低单位数。线上流水同比...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10